NYSEAM:BMNR
NYSEAM:BMNRSoftware

Does BitMine (BMNR) Becoming an Ethereum Treasury Proxy Reframe Its Entire Investment Narrative?

In January 2026, BitMine Immersion Technologies, Inc. terminated President Erik Nelson without cause under a board-approved separation agreement and secured stockholder approval to increase its authorized common shares from 500,000,000 to 50,000,000,000. At the same time, BitMine’s decision to concentrate its treasury in Ethereum, amassing over 4.2 million ETH and pursuing a Made-in-America Validator Network, has tied its corporate trajectory closely to crypto market swings. We’ll now...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed Martin Ramps Missile Capacity And Tests Civil Uses Of Its Tech

Lockheed Martin (NYSE:LMT) has secured expanded long term agreements with the U.S. Department of War to sharply increase production of its THAAD and PAC-3 missile systems. The company is committing capital to a new Munitions Acceleration Center focused on advanced manufacturing for defense programs. Separately, Lockheed Martin has joined EMBERPOINT™, a collaborative AI driven wildfire response initiative with utilities and tech partners. For investors watching NYSE:LMT, these moves come...
NYSE:BBUC
NYSE:BBUCIndustrials

Brookfield Business Partners (BBUC) Valuation After Reorganization Progress And US$2b Capital Recycling And Acquisition Drive

Brookfield Business (BBUC) just paired its 2025 earnings release with an update on a broad corporate reorganization, capital recycling activity above US$2b, debt reduction, and four acquisitions, including a planned Fosber purchase in packaging machinery. See our latest analysis for Brookfield Business. These announcements come after a mixed stretch for the stock, with a 1-day share price return of 1.08% taking the share price to $35.66. The 30 day share price return is 2.03% lower, yet the 1...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

NVIDIA Deepens CoreWeave Ties And Unveils Earth-2 AI Weather Platform

NVIDIA (NasdaqGS:NVDA) is investing $2b in CoreWeave to support an AI infrastructure buildout targeting over 5 gigawatts of data center capacity by 2030. The company is expanding its collaboration with CoreWeave to supply AI compute for enterprise customers. NVIDIA also launched Earth-2, an open AI weather and climate modeling platform aimed at broadening access to advanced forecasting tools. NVIDIA, trading at $191.13, has seen very large multi year share price gains, including a 59.2%...
NYSE:MGM
NYSE:MGMHospitality

Assessing MGM Resorts (MGM) Valuation After Las Vegas Strip Gaming Revenue Declines And Balance Sheet Concerns

Recent data showing a second consecutive month of Las Vegas Strip gross gaming revenue declines is drawing attention to MGM Resorts International (MGM) because of its heavy Strip exposure, leveraged balance sheet, and distress-zone Altman Z-Score. See our latest analysis for MGM Resorts International. The recent Las Vegas Strip revenue softness and MGM's balance sheet risks come against a mixed price backdrop, with a 30 day share price return of an 8.08% decline contrasting with a 90 day gain...
NYSE:RERE
NYSE:RERESpecialty Retail

Diverging Analyst Calls and New Institutional Interest Might Change The Case For Investing In ATRenew (RERE)

In recent days, ATRenew received an analyst upgrade from Wall Street Zen to a “strong-buy” rating, while Weiss Ratings reaffirmed its “hold (c-)” stance, alongside fresh activity from institutional investors and hedge funds. This mix of stronger analyst conviction and rising institutional interest highlights a growing divergence in professional views on ATRenew’s prospects. Next, we’ll examine how the analyst upgrade and shifting institutional interest shape ATRenew’s investment narrative...
NasdaqGS:MXL
NasdaqGS:MXLSemiconductor

MaxLinear Leans On Infrastructure For Next Phase Of Revenue Growth

MaxLinear (NasdaqGS:MXL) expects its infrastructure segment to become the main revenue driver in 2026. Growth is centered on data center optical interconnects and storage accelerators. The Keystone PAM4 DSP family is slated for a significant ramp-up, supported by multiple new product wins. This shift points to a business mix that leans more heavily toward infrastructure-related products. If you follow MaxLinear, you are now looking at a company that is putting infrastructure at the center...